InterOcean Capital Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$903K Buy
14,868
+6,238
+72% +$379K 0.02% 226
2023
Q4
$478K Sell
8,630
-2,290
-21% -$127K 0.01% 300
2023
Q3
$545K Buy
10,920
+2,840
+35% +$142K 0.02% 260
2023
Q2
$423K Buy
8,080
+750
+10% +$39.2K 0.01% 301
2023
Q1
$367K Sell
7,330
-8,740
-54% -$437K 0.01% 296
2022
Q4
$777K Sell
16,070
-770
-5% -$37.3K 0.03% 206
2022
Q3
$738K Buy
16,840
+800
+5% +$35.1K 0.03% 189
2022
Q2
$726K Buy
16,040
+1,350
+9% +$61.1K 0.03% 192
2022
Q1
$788K Sell
14,690
-540
-4% -$29K 0.03% 137
2021
Q4
$862K Buy
15,230
+540
+4% +$30.6K 0.04% 131
2021
Q3
$773K Sell
14,690
-3,610
-20% -$190K 0.04% 131
2021
Q2
$984K Buy
18,300
+500
+3% +$26.9K 0.05% 116
2021
Q1
$927K Buy
17,800
+8,745
+97% +$455K 0.05% 111
2020
Q4
$416K Buy
+9,055
New +$416K 0.03% 142